老师我想问一下

NO.PZ2015121810000062

问题如下：

Which of the following statements relating to capital gains in ETFs and mutual funds is correct?

选项：

ETFs tend to distribute less in capital gains than mutual funds do

Mutual funds may elect not to distribute all realized capital gains in a given year.

The selling of ETF shares by some investors may create capital gains that affect the remaining ETF investors in terms of taxes.

解释：

A is correct. ETFs tend to distribute far less in capital gains relative to mutual funds. This is mostly due to the fact that ETFs have historically had significantly lower turnover than mutual funds have had.

老师，我好像把capital gain和divdend的分配搞混了

可以解释一下吗

就是mutual fund与ETF在这里的区别

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1 个答案

星星_品职助教 · 2021年04月29日

同学你好，

A选项mutual fund的调仓换股本身要比ETF频繁，会创造更多的CG。所以ETFs tend to distribute less in capital gains这个描述是正确的。

此处对比为ETF对于CG分配的少，但对于dividend分配的多(大部分的ETF要求分配dividend而不是再投资）。

B选项中，mutal fund一定会分配CG，如果它不分配出去，这部分税负就需要由基金自己承担的，会影响基金的收益率。

C选项比较明显，投资者买卖自己的ETF shares不会影响到其他投资者。这是ETF “tax fair”的特点。

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R43这一章题库里所有的题都是课后题，全线班的同学有课后题的讲解，可以直接搜题目听讲解，这样应该能更快捷一些。

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NO.PZ2015121810000062问题如下Whiof the following statements relating to capitgains in ETFs anmutufun is correct? A.ETFs tento stribute less in capitgains thmutufun B.Mutufun melenot to stribute all realizecapitgains in a given year. C.The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha ETF低是因为turnover低还是买卖股票可以选择low cost？Mutufuncapitgain必须分派给投资者，这个分派是派息给投资者么？还是如何pass to investor？

2023-05-20 18:33 1 · 回答

NO.PZ2015121810000062 Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha mutfun定会分配CG，如果它不分配出去，这部分税负就需要由基金自己承担的，会影响基金的收益率。1. etf最后不是也要把vinCG分配给投资人吗。怎么比较？2. 为什么etf比mutufun更低的turnover

2021-09-24 11:29 1 · 回答

NO.PZ2015121810000062 mutualFun该是可以选择分红或继续投资 ETF只能选择分红记得视频里是这么讲的，请帮忙一下答案B为什么不对？

2021-02-28 11:20 1 · 回答

Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha Mutufun是说可以不进行capitgain的分配吗？只有ETF是必须分配？

2021-02-16 14:41 1 · 回答

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